Civic Intelligence

The John P & Carole Gregory Foundation

990PF • Fiscal year 2015 • EIN 32-6224064

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile
3001 SE Island Point Ln 44Stuart, FL 34996-4942

(804) 539-8866

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

3rd percentile

-251%

Higher net margin than 3% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

13th percentile

-12%

Faster asset growth than 13% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$692,061

Down $90,836 (-12%) from 2014

Net Assets

Down

$692,061

Down $90,836 (-12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin3rd percentile

Revenue

Down

$36,328

Down $95,765 (-72%) from 2014

Expenses

Up

$127,645

Up $1,285 (+1.0%) from 2014

Net Income

Down

-$91,317

Down $97,050 (-1693%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2014: $782,897Liabilities 2014: $0Net Assets 2014: $782,8972014Assets 2015: $692,061Liabilities 2015: $0Net Assets 2015: $692,0612015Assets 2016: $415,869Liabilities 2016: $0Net Assets 2016: $415,8692016Assets 2017: $463,919Liabilities 2017: $0Net Assets 2017: $463,9192017Assets 2018: $625,126Liabilities 2018: $0Net Assets 2018: $625,1262018Assets 2019: $584,870Liabilities 2019: $0Net Assets 2019: $584,8702019Assets 2020: $436,593Liabilities 2020: $0Net Assets 2020: $436,5932020Assets 2021: $12,107Liabilities 2021: $0Net Assets 2021: $12,1072021Assets 2022: $37,206Liabilities 2022: $0Net Assets 2022: $37,2062022

Highlighted filing

2015

Assets$692,061
Liabilities$0
Net Assets$692,061
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KRevenue 2014: $132,093Expenses 2014: $126,360Net Income 2014: $5,7332014Revenue 2015: $36,328Expenses 2015: $127,645Net Income 2015: -$91,3172015Revenue 2016: -$50,858Expenses 2016: $226,799Net Income 2016: -$277,6572016Revenue 2017: $83,971Expenses 2017: $36,174Net Income 2017: $47,7972017Revenue 2018: $201,420Expenses 2018: $40,212Net Income 2018: $161,2082018Revenue 2019: $23,148Expenses 2019: $63,404Net Income 2019: -$40,2562019Revenue 2020: -$6,938Expenses 2020: $141,340Net Income 2020: -$148,2782020Revenue 2021: $51,342Expenses 2021: $475,828Net Income 2021: -$424,4862021Revenue 2022: $75,873Expenses 2022: $50,775Net Income 2022: $25,0982022

Highlighted filing

2015

Revenue$36,328
Expenses$127,645
Net Income-$91,317
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P GREGORYPresident-$0--
CAROLE E GREGORYSecretary-$0--
SHANNON L GREGORY BEAVERTrustee-$0--
J PATRICK GREGORYTrustee-$0--
MICHAEL JAMES GREGORYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The John P & Carol Gregory
EIN
32-6224064
Phone
8045398866
Address
3001 SE ISLAND POINT LN 44, STUART, FL 34996-4942

Signing Officer

Name
John P Gregory
Title
President
Phone
8045398866
Signed
2016-05-05

Preparer

Firm
Biegler & Associates Pc
Address
5911 W BROAD ST, RICHMOND, VA 23230-2219
Preparer
Steven Biegler
Phone
8048551200
Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN P GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLE E GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHANNON L GREGORY BEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3J PATRICK GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL JAMES GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0125000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt030277
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt050000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0125000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0330277
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0125000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt030277
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt050000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt022783
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt066022
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt023791
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt017803
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0283638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0283956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt030277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.414987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.175141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt01.013130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0683487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0713711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0534073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt049352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0125000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.244962
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0125000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0125000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN P GREGORY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03001 SE ISLAND POINT LN 44
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STUART
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0349964942
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08045398866
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTION TO MAYO CLINIC
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTION TO CARITAS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN P GREGORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 25790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 FIRST ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0125000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0485
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0318
TaxesSchedule/TaxesDetail/Amt1637
TaxesSchedule/TaxesDetail/Amt2640
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt12014 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt22015 990-PF ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0318
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1637
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2640
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN P GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08045398866
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN P & CAROL GREGORY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0326224064
ReturnHeader/Filer/PhoneNum08045398866
ReturnHeader/Filer/USAddress/AddressLine1Txt03001 SE ISLAND POINT LN 44
ReturnHeader/Filer/USAddress/CityNm0STUART
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0349964942
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203765337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIEGLER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05911 W BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232302219
ReturnHeader/PreparerPersonGrp/PhoneNum08048551200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN BIEGLER
ReturnHeader/ReturnTs02016-05-12T07:58:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$692,061
Liabilities
$0
Net assets
$692,061
Revenue
$36,328
Expenses
$127,645
Net income
-$91,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.76$0.51$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.51$4.76$4.24
2020Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.07$1.41$1.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.23$0.63$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$2.01$0.40$1.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.84$0.36$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.51$2.27$2.78
2015Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.36$1.28$0.91
2014Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$1.32$1.26$0.06